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+1.27%
This Month
+26.01%
Year To Date
+81.14%
2 Years
+123.36%
5 Years
+123.36%
10 Years
+30.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.42%
- 💻 Electronic Technology6.32%
- 🖥️ Technology Services5.72%
- 💵 Cash2.18%
- 🏥 Health Services1.76%
- 🛠️ Producer Manufacturing1.74%
- 🧬 Health Technology1.05%
- 🚗 Consumer Durables0.57%
- 💰 Finance0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq58.97%
- 🇺🇸 NYSE24.55%
- 🌍 Digital Currency10.64%
- 🇭🇰 Hong Kong Exchanges2.07%
- 🇬🇧 LSE0.35%
- 🇦🇺 Sydney0.25%
- 🇫🇷 Euronext Paris0.22%
- 🇨🇭 SIX0.16%
- 🇮🇹 Borsa Italiana0.1%
- 🇳🇱 Euronext Amsterdam0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.98%
- 🇨🇳 China3.66%
- 🇹🇼 Taiwan2.81%
- 🇬🇧 United Kingdom2.13%
- 🇸🇬 Singapore1.12%
- 🇩🇰 Denmark1.05%
- 🇳🇱 Netherlands1.02%
- 🇨🇭 Switzerland0.76%
- 🇮🇪 Ireland0.52%
- 🇦🇷 Argentina0.43%
- 🇲🇽 Mexico0.41%
- 🇯🇵 Japan0.29%
- 🇨🇦 Canada0.28%
- 🇦🇺 Australia0.25%
- 🇫🇷 France0.22%
- 🇰🇾 Cayman Islands0.21%
- 🇮🇹 Italy0.1%
- 🇮🇱 Israel0.06%
Dividends
Dividend Yield
0.33%
16 out of 29 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OSPN (2.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AI-DataCenters | 0.06% | 0.83% | - |
 Cancer-Med | 0.05% | 0.68% | - |
 AI-Revolution | 0.04% | 0.29% | - |
 InTheGame | 0.03% | 0.27% | - |
 BigTech | 0.03% | 0.2% | - |
 NVO | 0.03% | 2.64% | $0.98 |
 StanleyDruck13F | 0.03% | 0.24% | - |
 IBM | 0.02% | 2.87% | $6.65 |
 ORCL | 0.01% | 1.26% | $1.6 |
 OSPN | 0.01% | 2.99% | - |
 CRM | 0.01% | 0.66% | $0.4 |
 01211.HK | 0% | 0.48% | $3.41 |
 TSM | 0% | 0.7% | $1.74 |
 AMAT | 0% | 0.44% | $1.44 |
 LRCX | 0% | 0.34% | $8 |
 META | 0% | 0.34% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
6.12
6.12
-2
0
2
7
7
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
Beta
1.39
1.39
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
2
2
0
1
2
3
3
Jensen's Alpha
6.12
6.12
-2
0
2
7
7
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.46
1.46
0
0.75
1.25
2
2
Information Ratio
0.62
0.62
0
0.3
0.6
1
1
Calmar Ratio
2.13
2.13
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
43.26
High:
ARM
382.08ARMLow:
IONQ
-250.35IONQDetails
PEG Ratio
591.91
High:ARM
2,952.5ARMLow:IONQ
-236.75IONQDetails
Price/Book
10.07
High:
APP
72.14APPLow:
MSTR
0.89MSTRDetails
Price/Sales
7.14
High:
QBTS
593.26QBTSLow:
MOH
0.26MOHDetails
Price/CF
23.99
High:MSTR
7,511.07MSTRLow:OSPN
7.09OSPNDetails
Price/FCF
65.58
High:MSTR
1,187.5MSTRLow:CRM
11.73CRMDetails
P/E Ratio
43.26
High:ARM
382.08ARMLow:IONQ
-250.35IONQDetails
PEG Ratio
591.91
High:ARM
2,952.5ARMLow:IONQ
-236.75IONQDetails
Price/Book
10.07
High:APP
72.14APPLow:MSTR
0.89MSTRDetails
Price/Sales
7.14
High:QBTS
593.26QBTSLow:MOH
0.26MOHDetails
Price/CF
23.99
High:MSTR
7,511.07MSTRLow:OSPN
7.09OSPNDetails
Price/FCF
65.58
High:MSTR
1,187.5MSTRLow:CRM
11.73CRMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.71% | Feb 2025 | Jun 2025 | 4 |
-13.32% | Nov 2025 | Apr 2026 | 5 |
-11.56% | Aug 2024 | Nov 2024 | 3 |
-10.02% | Jun 2026 | - | 4 |
-3.44% | Sep 2023 | Dec 2023 | 3 |
-3.21% | Dec 2024 | Jan 2025 | 1 |
-2.64% | Apr 2024 | May 2024 | 1 |